Global Emerging Markets Weekly: 12 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
433 Views
Smartkarma Originals
Insider Diagnostics: A Repository of Short-Sell Target Asian Companies & Associated Key Insiders
In this Original, we have created a repository of Asian companies and associated key insiders targeted by prominent short-sellers, over the last...
1.1k Views
Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
574 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
406 Views